Australian Banks Syncing

Greg's Avatar

Greg

26 Jan, 2018 11:39 PM

Hi there,

I found a previous discussion (http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/3710-link-to-australian-banks), which states that AU banks don't support OFX connections.

I'm just wondering how Buxfe, MoneyBrilliant and PocketBook are able to interface with Australian Banks. I've used all of those, and can verify that they are able to retrieve transaction data from australian banks.

i'd love to see this available in MoneyDance too.. it's one feature I really would love to have, but can't bring myself to use those sub-par online services where it is implemented (sacrificing too much).

Thanks
Greg

  1. Support Staff 1 Posted by Jenny on 27 Jan, 2018 01:38 PM

    Jenny's Avatar

    Hi Greg,

    Moneydance supports automatic downloads via Direct Connect; this connection method requires a specific infrastructure that is supported by very few banks out with the US.

    There are other connection methods available - Web Connect, Quicken Connect or Express Web Connect.
    Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    Without Direct Connect, the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.
    You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Greg Berlin on 27 Jan, 2018 10:56 PM

    Greg Berlin's Avatar

    Thanks Jenny, very interesting and informative. I think I'll change my
    online banking password now :)

    Cheers
    Greg

  3. System closed this discussion on 28 Apr, 2018 11:00 PM.

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